Managing Paragraph Templates

Paragraph templates are building blocks that you can combine to create letter templates. Paragraphs are managed from the Library, where they can be organized into folders that describe the content of the paragraphs. A paragraph template can actually include multiple paragraphs, if needed.

By default, Client Collaboration provides some system paragraphs and folders for 1040 Tax engagement letters. You can use these paragraphs and folders as they are, or you can create custom ones that better fit your firm's workflow.

Notes:

  • System paragraphs, which are indicated by a icon in the Paragraph section of the Library, cannot be edited or deleted. You can, however, copy the contents of a system paragraph to use as the basis of your firm's custom paragraphs. You can choose to hide them by toggling the Show system paragraphs switch to No on the Paragraph tab in the Library.
  • The items you can view in the Library and the tasks you can perform there are determined by the Client Collaboration Library permissions set for you by the CCH Axcess administrator.

You can incorporate keywords in your paragraph templates. Keywords provide a way to customize generic paragraphs for specific clients. See Using Keywords for more information.

ClosedCreate a new paragraph.

  1. Click and select Library.
  2. Click Engagement Letters.
  3. Click Create Paragraph.
  4. Enter a paragraph name in the Paragraph title text box at the top of the page.
  5. Click the link next to the Template Location label to select the folder where the template should be stored.

    Note: See Managing Library Folders for information about library folders.

  6. Enter the body of the paragraph in the main paragraph text box. If needed, you can do either of the following:
    • Add keywords. Drag keywords from the Keywords pane into the body of the paragraph. Keywords are variable chunks of text that can help customize your paragraph. See Using Keywords for more information.
    • Format the paragraph text. Use the toolbar above the paragraph text box to apply formatting to the paragraph text. See Using the Formatting Toolbar for an explanation of the options that are available.
  7. Click Save.

ClosedEdit the name or body of an existing paragraph.

Note: You cannot change the name of a system paragraph.

  1. Click and select Library.
  2. Click Engagement Letters.
  3. Click Tax Prep: 1040 in the navigation pane.
  4. Select the paragraph that you want to edit.
  5. Revise the paragraph name or the body of the paragraph as needed.

    Note: For information about the formatting options that are available see Create a new paragraph above.

  6. Select Actions > Save Paragraph.

ClosedMove a paragraph to a different folder.

  1. Click and select Library.
  2. Click Engagement Letters.
  3. Click Tax Prep: 1040 in the navigation pane.
  4. In the navigation pane, select the paragraph you want to move.
  5. Click the Paragraph Location link that displays below the paragraph name.
  6. Click the folder where the paragraph should be moved to.

ClosedPrint a paragraph.

  1. Click and select Library.
  2. Click Engagement Letters.
  3. Click Tax Prep: 1040 in the navigation pane.
  4. Select the paragraph you want to print in the navigation pane.
  5. Click the button in the upper right corner of the paragraph editing box in the main pane.
  6. Click.
  7. Select your printer settings, and then print as usual.

ClosedDelete a paragraph.

You can only delete paragraphs that have been created by your firm. Deleted paragraphs cannot be restored.

  1. Click and select Library.
  2. Click Engagement Letters.
  3. Click Tax Prep: 1040 in the navigation pane.
  4. Select the paragraph you want to delete in the navigation pane.
  5. Right-click the paragraph in the navigation pane and select Delete, or select Actions > Delete Paragraph.
  6. Click Yes.